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Last edited a month ago
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#Bull Case
Added a month ago

Not adding a valuation, literally just a punt. These guys have a juicy steak in SpaceX and now that it's likely to IPO with the whole mess of XAI, Twitter and probably soon to merge with Tesla, I'm just flagging it here for the Strawman individuals who are so inclined to do further research.

AFR article (free) notes it is their largest holding at 7.7% of the fund.

The whole X thing embodies financialised chaos in its purest form, but I think there is some life changing money to be made at the right price and time. DYOR this is more of a post for a forum than a straw but worth being on the front page of those who stumble across this fund.